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Beirne Wealth Consulting Services’s iShares National Muni Bond ETF MUB Stock Holding History

Beirne Wealth Consulting Services’s Portfolio MUB Stock Details MUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-2,521
Closed -$288K – 112
2019
Q3 		$288K Sell
2,521
-81
-3% -$9.24K 0.24% 101
2019
Q2 		$294K Sell
2,602
-89
-3% -$9.96K 0.26% 97
2019
Q1 		$299K Hold
2,691
– – 0.23% 136
2018
Q4 		$293K Buy
+2,691
New +$290K 0.25% 127

Other funds holding MUB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Beirne Wealth Consulting Services's MUB Position: Q4 2019 in Review

Beirne Wealth Consulting Services sold out of iShares National Muni Bond ETF (MUB) in Q4 2019, closing a stake of 2,521 shares — an estimated $288K sold.

Beirne Wealth Consulting Services first reported a position in MUB in Q4 2018 and held it in 4 quarters. The position peaked at $299K in Q1 2019. 800 funds tracked by Wall St. Rank hold MUB as of Q4 2019.

  • Beirne Wealth Consulting Services reported no remaining iShares National Muni Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 2,521 iShares National Muni Bond ETF shares in Q4 2019, an estimated $288K.
  • Beirne Wealth Consulting Services first reported a position in iShares National Muni Bond ETF in Q4 2018 and held it in 4 quarters.
  • Beirne Wealth Consulting Services's iShares National Muni Bond ETF position peaked at $299K in Q1 2019.
  • 800 funds tracked by Wall St. Rank held iShares National Muni Bond ETF as of Q4 2019.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2019, filed 14 Jan 2020.